Get a Head Start on Your Tax Prep with These Tips

Don't Miss Your Chance to Advance Your Tax Planning! It’s that time of year to begin preparing your next set of financial moves to reduce your tax bill. It is never too late to plan ahead. With 2023 coming to an end, ask yourself: "Am I prepared from a tax strategy standpoint?"

Saving on taxes paid to Uncle Sam and the State of California accelerates wealth and compresses your timeline toward financial independence. But what are the best strategies—and when should they be implemented? Get the answers to these questions and more.

During this presentation, Nicole Green, tax and real estate expert from Robert Hall & Associates, will share actionable tax planning strategies and highlight the most commonly forgotten tax deductions, how to avoid costly tax mistakes, and key “last-minute” tax avoidance strategies that are perfectly legal and compliant with current law. Whether you're a real estate investor, agent, or lender, you will benefit from this critical information and potentially save thousands in taxes now and in the future.

During this webinar, Nicole will cover:

• Why it's important to know your tax situation by year-end
• What is a Form W-4 review?
• Do you need to make estimated tax payments?
• Understanding the potential impact of upcoming tax changes
• Recent and pending changes in the tax code
• What's new for this tax year and how to plan for 2024
• The Top-5 most forgotten tax write-offs—attending could save you thousands!
• Deductibility of mortgage interest: how much does it really save?
• 401(k) and IRA vs. Solo 401(k) or self-directed IRA: what’s best?
• Advantageous tax provisions that are expiring but still available
• And much, much more! Live Q&A included.

WARNING: THE INFORMATION PROVIDED DURING THIS WEBINAR IS FOR GENERAL INFORMATION PURPOSES ONLY. ABSOLUTELY NO LEGAL OR TAX ADVICE IS BEING GIVEN DURING THIS WEBINAR. BEAR IN MIND THAT EVERY SITUATION IS UNIQUE, AND THE LAWS, RULES AND REGULATIONS ARE SUBJECT TO CHANGE AT ANY TIME. SO, BEFORE ACTING, BE SURE TO OBTAIN TAX AND/OR LEGAL ADVICE FROM YOUR LICENSED PROFESSIONAL.

Panelist:

Nicole Green, Robert Hall & Associates
Nicole holds a federal license as an Enrolled Agent tax practitioner. With almost a decade of experience, she advises and prepares tax returns for individuals, partnerships, corporations, and other entities. A world traveler, Nicole has visited all 7 continents and 50 countries, enjoys global cuisine, sports, and shopping in her spare time.

Moderator:

Daniel Yukelson, Executive Director, Apartment Association of Greater Los Angeles
Daniel Yukelson is a CPA who began his career at Ernst & Young. He has served as CFO for public, private, and start-up firms including Premiere Radio Networks and Oasis West Realty, where he helped develop the Waldorf Astoria Beverly Hills. He also served as a Planning and Public Works Commissioner in Beverly Hills.

A Featured Presentation By:

Robert Hall & Associates
Founded in 1971, Robert Hall & Associates is an industry-leading tax and accounting firm in Los Angeles that now serves all of Southern California. Their high-quality, personalized services cater to real estate professionals, small businesses, healthcare, law enforcement, and educators. They prepare approximately 10,000 tax returns annually.

Title Sponsor(s):

Kay Properties & Investments, LLC
A national Delaware Statutory Trust (DST) investment firm with offices across the U.S. Kay Properties has over 114 years of collective real estate experience, is licensed in all 50 states, and has participated in approximately $25 Billion of DST real estate. Learn more at www.KayAAGLA.com.

Toggle Renters Insurance, a Division of Farmers Insurance
Toggle offers renters insurance starting at just $5/month. AAGLA members can join their affiliate referral program and earn $12 per qualified quote. For more info, contact Dini at Dini@gettoggle.com or visit www.gettoggle.com.

Webinar Registration Ticket Price

• Member Ticket: $0.00

REGISTRATION ENDS SEPTEMBER 19, 2023

Featured Presentation By:

Robert Hall & Associates

Title Sponsor(s):

Kay Properties & Investments, LLC, Toggle Renters Insurance